Job Description

My client is a growing and reputable award winning practice based in Edinburgh city centre dealing primarily within a niche market of High net Worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team.



A large amount of the job will be providing investment analysis along with risk profiling for the clients on their books, reviewing and creating reports on behalf of the firm. Working as part of a team of Paraplanners and Sales Support administrators, you will be responsible for research and report writing across a wide range of financial services products including investments, pensions and life products also. You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business.

It is imperative that you will be hi...

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